Welcome to Chapter 6! In this section, we’ll dive into the tools and features that take your Copper experience to the next level. From streamlining your lead capture process with Copper Forms to analyzing your sales performance with powerful Reports, and integrating Copper with your favorite tools to enhance your workflows, we’ve got you covered.
You’ll learn how to:
Create custom Copper Forms to capture and manage submissions directly within the platform.
Use Reports to track user activity, sales performance, and pipeline progress with pre-built and custom views.
Connect Copper to your other tools through seamless integrations, from billing to project management and more.
Forms
→ What are Copper Forms?
Copper Forms let you create contact forms—such as "Contact Us" or "Join Our Team"—directly within Copper, eliminating the need for third-party tools or external integrations.
Most websites already have a contact form powered by a website platform or another provider. With Copper Forms, you get a built-in solution that seamlessly integrates with your CRM, ensuring that every new submission flows directly into your Copper account.
→ Where can I use Copper Forms?
You have two options for adding a Copper Form to your website:
Widget: Displays your form in one of the four corners of your website, keeping it visible without disrupting the browsing experience. When clicked, the form smoothly slides up or down (depending on its placement) so visitors can fill it out without leaving the page.
Embedded: Allows you to embed the form directly onto a specific page, making it visible only where you choose.
→ Customizing Copper Forms:You can design your Copper Forms to match your website’s look and feel, all within Copper. Once published, you’ll receive a link to add to your site. Need to make updates? No problem! Simply edit the form, hit “Save & Publish”, and the changes will go live. No developer required.
Add any existing Copper field, including both default and custom fields.
Rename fields to appear as user-friendly questions rather than database-style labels.
Example: If your field is called "Product," you can display it as "What products are you interested in?" while still saving the response under the "Product" field in Copper.
→ What happens when someone submits a Form?
All submitted data is automatically saved to the contact’s profile in Copper, with responses mapped to the corresponding fields.
A copy of the completed form is logged under the Activity section of the contact's profile.
If the contact already exists in Copper (based on their email address):
A new contact will not be created.
Their name will not be updated.
The form submission will be recorded in their activity history, and the account owner will be notified.
Reports
Copper offers four types of reporting, available based on your subscription level and reporting needs. Whether you’re using simple pre-built charts and tables or building custom reports from scratch, Copper has the tools to help you track and analyze key data.
→ Activity reporting (Feed): This report tracks user activity in Copper, including logged emails, calendar events, and manually recorded actions like phone calls (if not automatically integrated).
💡 Pro tip: Turn activity tracking into a friendly competition within your team to encourage accurate logging and engagement.
→ Pipeline reports: If you’re using a sales-driven Pipeline and have enabled "Use Sales statuses and reports for this Pipeline," you’ll have access to Copper’s pre-set Pipeline reports. These reports can be filtered, sorted by close date, and viewed by value or count.
→ Pipeline report views: If you’re using a sales-driven Pipeline, Copper’s pre-set Pipeline reports provide valuable insights into your sales performance. You can filter data, sort by close date, and view opportunities by value or count. With five different report views, you can track Pipeline progress, forecast revenue, analyze team performance, and identify trends in lost deals.
By Owner: Displays how many opportunities each team member has at different stages, which is helpful for assigning new opportunities.
Forecast: Predicts the value of upcoming opportunities based on expected close dates, helping you gauge whether you're on track to hit your targets.
Sales by Owner: Breaks down user performance by Won / Lost / Abandoned / Open deals and win rates. Review lost deals to uncover trends.
Loss Reasons: When marking an opportunity as “Lost,” you can apply a loss reason (Settings > Customization > Pipelines > Loss Reasons).
💡 Pro tip: Avoid creating a "Lost" column in your Pipeline—leave opportunities in the stage where they were lost and apply a loss reason instead. This helps pinpoint exactly where and why deals are falling through.
→ Custom reports (available on the business tier): Custom Reports allow you to create in-depth dashboards, insights, KPIs, and metrics tailored to your business needs.
Key features:
Refresh time: Data updates four times a day (recommend checking in the morning or scheduling an email report).
Custom fields: Initially, only Copper’s default fields are included, but you can add custom fields—except for custom date, multi-select, connect, and text area fields.
Visibility: By default, only Admin users can access Custom Reports, but admins can grant View-Only or Edit permissions to other users.
→ Getting started with custom reports
Templates: Start with a pre-built report template to familiarize yourself with the tool before creating reports from scratch.
Most popular template: Sales Pipeline – a well-rounded starting point with key Pipeline insights.
→ Google sheets add-on: Need more flexibility? Copper offers a Google Sheets extension that allows you to:
Export specific data fields, including custom fields.
Refresh and update reports anytime.
Build detailed reports outside of Copper.
If Copper’s built-in reporting doesn’t fully meet your needs, this add-on is a great way to create more customized data views.
Integrations
Copper offers a variety of integration options to connect with your existing tools for billing, e-signatures, phone systems and more. These integrations help streamline workflows and improve efficiency. Copper supports three types of integrations:
Copper native integrations: These integrations are built by Copper and work seamlessly within the platform, allowing you to use other tools directly inside Copper. Example: MailChimp (email marketing), QuickBooks (billing & invoicing).
Third-party native integrations: These are integrations developed by other platforms that connect with Copper but require setup on their respective platforms. Example: JustCall (logs calls and SMS in Copper but is managed within JustCall).
Zapier integrations: Zapier enables you to automate tasks and integrate Copper with thousands of other apps based on trigger-based actions. Example: Automatically create a project board in Monday.com when an opportunity is marked as "Won" in Copper. (Note: Zapier is a separate platform and may require a paid subscription.)
API & custom integrations: If no existing integration meets your needs, Copper’s open API allows your developers to build custom integrations. Alternatively, Copper has a network of trusted partners who can help take your integration to the next level.